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Dynamic dashboards

Dynamic dashboards enable each user to see the data they have access to. With a dynamic dashboard, you can control data visibility without having to create a separate dashboard, with its own running user and folder, for each level of data access.

Run as specified user

The dashboard runs using the security settings of that single, specific user. All users with access to the dashboard see the same data, regardless of their own personal security settings. This approach is perfect for sharing the big picture across a hierarchy or motivating team members by showing peer performance within a team. If you don’t have “View All Data,” you can only choose yourself. If you have “View My Team's Dashboards,” you can choose any user below you in the role hierarchy.

Run as logged-in user.

A dynamic dashboard runs using the security settings of the user viewing the dashboard. Each user sees the dashboard according to his or her own access level. This approach helps administrators share one common set of dashboard components to users with different levels of access

Business scenario example.

An organization's Business development team consists of one Super manager, four sales managers, and 40 sales reps 10 reps per manager. You've been asked to create dashboards that display the following metrics, restricted by role and hierarchy:

You can create Dashboard for sales reps based on custom filters as below.

  • Total revenue
  • Monthly/Weekly revenue
  • Activities table by meeting type

You can create Dashboard for Super managers based on custom filters as below.

  • A gauge of total revenue
  • A gauge of close rates by cothinkers

Optionally you can create filters that lets users further define their dashboard views based on hierarchy and performance